WARRENVILLE, Ill., Jan. 15, 2026 (SEND2PRESS NEWSWIRE) — Raymond James Financial Services is proud to announce that Legacy Wealth Advisors has once again been named to the Forbes Best-in-State Wealth Management Teams list for 2026, marking four consecutive years of recognition in this prestigious national ranking. Legacy Wealth Advisors is known for its collaborative approach, […]
Tag Archives | investment services
Press Release: Klingenstein Fields Advisors named to America’s Top RIAs by Financial Advisor Magazine
By Send2Press Newswire on July 18, 2025 in Awards and Honors, Business, Finance, NEW YORK, N.Y., Press Releases
NEW YORK, N.Y., July 18, 2025 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Advisors (KF Advisors) is proud to announce its recognition as one of the top Registered Investment Advisors (RIAs) in Financial Advisor Magazine’s 2025 Survey & Ranking, released on July 11, 2025, for firms managing $1.0 billion or more in assets.
Press Release: Klingenstein Fields Advisors Expands Its South Florida Team
By Send2Press Newswire on April 29, 2025 in Business, Finance, Press Releases, WEST PALM BEACH, Fla.
WEST PALM BEACH, Fla., April 29, 2025 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Advisors is pleased to announce the addition of Christopher E. Havlicek, Client Development, Managing Director, to its South Florida team. He joins John A. Pavela, CFA, Senior Advisor, Partner, and Michael S. Schiff, J.D., AEP, TEP, Client Development, Managing Director, in its offices […]
Press Release: CFD Companies Focuses on Building Community with Financial Professionals in 2025
KOKOMO, Ind., Jan. 21, 2025 (SEND2PRESS NEWSWIRE) — CFD Companies, home to a fully independent Broker/Dealer and RIA, announced key community building initiatives for 2025. Though the firm has experienced significant growth, it remains committed to fostering a family-like community that is the foundation for delivering exceptional service.
Press Release: Financial Advisor Jonathan Mintle of Edward Jones Receives CERTIFIED FINANCIAL PLANNER™ Certification
BUENA VISTA, Colo., Dec. 16, 2024 (SEND2PRESS NEWSWIRE) — Financial Advisor Jonathan Mintle of the financial services firm Edward Jones in Buena Vista, Colorado has received the CERTIFIED FINANCIAL PLANNER™, or CFP®, certification, granted by the Certified Financial Planner Board of Standards (CFP Board).
Press Release: CFD Companies Announce $300M in new AUA and Increased Partnership with Kingdom Advisors
KOKOMO, Ind., Dec. 2, 2024 (SEND2PRESS NEWSWIRE) — CFD Companies, home to a fully independent Broker/Dealer and RIA, announced that they continued to enjoy growth in the second and third quarters of 2024. Multiple financial professionals moved their affiliations from competitors to the CFD Companies during the last two quarters, bringing over an additional $300 […]
Press Release: Eagle Ventures Partners with Keel Point to Combat Human Trafficking Through Technology Investments
By Send2Press Newswire on September 23, 2024 in Alliances and Partnerships, Business, DALLAS, Texas, Finance, Press Releases
DALLAS, Texas, Sept. 23, 2024 (SEND2PRESS NEWSWIRE) — Eagle Ventures, through its Eagle Freedom Fund, a leading impact investment vehicle focused on combating human trafficking, is pleased to announce its strategic partnership with Keel Point, a national private wealth management, family office services, and institutional asset management firm. Keel Point will serve as a Sub-Advisor […]
Press Release: Klingenstein Fields Advisors named to Barron’s Top 100 RIA Firms
By Send2Press Newswire on September 19, 2024 in Awards and Honors, Business, Finance, NEW YORK, N.Y., Press Releases
NEW YORK, N.Y., Sept. 19, 2024 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Advisors (KF Advisors) is proud to announce that it has been named to Barron’s Top 100 Registered Investment Advisor (RIA) Firms for 2024. “We are honored to receive this recognition,” said Kenneth D. Pollinger, Chairman and Co-CEO of KF Advisors. “This accomplishment is a […]
Press Release: Klingenstein Fields Advisors Adds Senior Planner to its Team
NEW YORK, N.Y., June 14, 2024 (SEND2PRESS NEWSWIRE) — Klingenstein Fields Advisors (KF Advisors) is pleased to welcome Andrew Vrachimis as a Managing Director. Andrew will join the Wealth Planning team, helping individuals and multi-generational families grow and protect their wealth and accomplish their estate planning and charitable goals. With a practical approach to personalized […]
Press Release: Joe Moore Appointed Head of Keel Point Family Office
HUNTSVILLE, Ala. and TYSONS, Va., May 1, 2024 (SEND2PRESS NEWSWIRE) — Keel Point, LLC (“Keel Point”) is pleased to announce the appointment of Joe Moore to Chief Wealth Officer of the firm’s Family Office business. Joe joined Keel Point in 2011 and was formerly a Senior Family Wealth Director with Keel Point Family Office. He […]